Very professional and honest. Helped me with my fathers estates taxes and did an outstanding job…read more He explained everything to me and answered all my questions. I highly recommend Ryan and his team of associates.

I couldn't recommend a better company and person to take care of your business' tax needs.  Ryan…read moretook care of my corporate and personal taxes with great care and professionalism. He is straight forward, ethical and very personable. They helped me at the last minute and really saved me from filing late, I won't do that to them again!

Exceptional year after year. Thoughtful, detail-oriented, and consistently proactive. I trust them…read morecompletely and truly value their guidance.

My husband and I have used Orange Coast Tax for a few years now. When Sergio was doing our taxes,…read morehe did a great job. We never had issues. These last two years have been very disappointing. They have made some big mistakes, and charge a lot of money. After several attempts of trying to get Sergio to respond to our complaints, I have not been successful it getting a response. We were sent the wrong taxes to review at first and they never filed our state taxes which had a return for us this year. I had to investigate and figure out what was taking so long. Turns out they had never filed the state taxes and they didn't even notice. Almost 800 dollars later, we have not heard from Sergio or their team. Really really disappointed

Joe Tatala has been a wonderful partner for my clients to work with. I feel completely confident in…read morehis abilities as a CPA/tax professional and its for this reason that I have referred some of my clients to him. He is easy to get a hold of, never talks down to people, is extremely smart and very professional. For the people that I have referred to him, I have heard nothing but positive feedback. Posted by Chad Schiel, Owner of Schiel Wealth Management

We tried using Joseph Tatala CPA for 2-3 years for our 4 businesses and all our personal returns…read more(we have 4 teenagers all working), as well as the four businesses. Joseph and his front office staff Rehanah, are simply inept. I do not recommend Joe Tatala for any CPA work. Joe does not follow up, does not keep you informed, does not respond to emails, and simply has a very bad attitude. Joe additionally told us he would do simple tasks and then did not do them: file extensions (not done), file biz license paperwork (he offered to do it, as they required tax info) = not done. When asked why he did not file some simple business paperwork with the city, he responded with, "well it is a lot of work". We paid Joe Tatala by the hour, not the job. Rehanah, the office receptionist, whom I have interacted with at least a dozen times in person, over the 2-3 years; still introduces herself each time with a, "nice to meet you, I'm Rehanah". I get she can't keep track of all the clientele, but me showing up in the office with paperwork stating the paperwork is for Joe, you would think would be a tip off - that I'm an existing client. If you are a small business owner, having a proficient CPA/tax person is a necessity. Trust me, this is NOT where you want to land!! Tatala CPA is the land of no follow up, no acknowledgement, incomplete tax work, timelines expired, and deadlines missed. He will cost you a lot of money in penalties, not to mention the headaches. . .

Tax services! Reliable, very knowledgeable of tax law, honest, caring, helpful, detailed and kind…read more Wouldn't use any other CPA!

My wife and I are recent transplants to OC. The Brand firm was recommended to us by new friends…read morehere. Patrick has been doing our taxes expertly for three years now, along with some tax-related advice for each coming year. Uploading of documents to a secure folder, and meeting via Zoom make the process smooth.

My husband and I found David Gibbs on YELP, to do our Living Trust, and he did an excellent job…read more We did not know who to trust, and my husband conducted quite a heavy investigation to his business ratings, as well as word of mouth. Gibbs has a well-established reputation in town, and in outlying cities as a trustworthy attorney. He is very patient and professional. He answered all of our questions, and educated us on many things that we did not even consider about our estate planning. He did not rush us during this process. Making decisions about our kids inheritance, and about our end-of-life care and burial and whether to be (or not to be) an organ donor are huge decisions that require deep thought and discussion. These things require prayer, and fair thinking. I feel very strongly that David Gibbs is someone that everyone should give their consideration to, when writing an irrevocable trust. David Gibbs is excellent; 75% of his legal business is in Estate Planning, and he's done it for 24 years. Go in and have a talk with him about your estate planning. If you have children and you own your own home and/or business, you need to do this. Tomorrow holds no safety net for your kin, so if you want to pass along your wealth to the younger members of your family, you MUST do so within legal channels, or Probate Law will grab most of it from your kin. Don't delay another day! Put it in writing, and upon the day that you pass from this beautiful Earth, there shall be no squabbling or fighting amongst those who will survive you. Plan for a peaceful transition for your family and friends. God bless.

We just worked with Dave and his team to plan our trust and they are amazing. I've worked with…read moreother law firms and trust companies in the past and Dave is, by far, the best. Dave is on top of everything and he is genuinely a kind person who goes out of his way to help. Simply terrific.

I was referred to Taxpros Plus by a coworker who has been using their services for years. From the…read moremoment I called, I felt welcomed and I knew I was in the hands of professionals! They have always offered me convenient appointments (even when it was close to tax day and I'm sure they were very busy)! Jean has explained everything to me and answered all of my questions patiently and with exceptional knowledge. He even looked into a matter I had during a previous tax year for me although it was prior to me ever being their client. Their office is conveniently located right off the freeway in San Clemente. It's a little bit of a drive from where I work, but it is worth it. They have plenty of free parking so that's never an issue. They are prompt to respond via text or phone when I reach out to them. I even love the little reminders they send to me during the year - sometimes with a little (useful!) gift like a magnet with a beautiful photo of the pier, a glasses cloth, and a few others. I hate when businesses send you junk that is cheap and ends up in the trash - and this is never the case with these guys! Their fee was very reasonable and affordable. Hopefully I won't always wait until the last minute to call them, but I know if I do, they are still just as friendly and accommodating as if I were calling well before tax day!

The business is welcoming, friendly and professional. My preparer was kind, courteous and…read moreknowledgeable. Will definitely use them next year.

Just used The mobile tax guy for the first time and all I can say is WOW!! Able to set an at home…read moreappointment quickly and Vene (Mobile tax guy) arrived right on time. I had all my paperwork ready and he spent about 1 and 1/2 hours entering my data; asking questions when necessary. At the end, he printed out a return for me to review and we made arrangements to finalize my return once a missing K-1 was received. Next day, my form arrived so I emailed it to him. He immediately responded and within less than an hour, he sent me my final return and we filed electronically. Never have I had such an easy process AND his prices are awesome!!

Best in the business! Quick, reliable, knowledgeable, and he comes to you. What more can you ask…read morefor?? Would definitely recommend!

Quick, professional and friendly finger print scanning. Plenty of parking. Will be back!read more

I needed a live scan done for a new employment and they were absolutely wonderful here. They offer…read morelivescan, tax, notary services and much more. There was barely any wait and the prices were cheaper than at the UPS office down the street. Very professional and efficient, highly recommend it!